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Financials First Bootcamp - 2026 Summer Series

  • Comerica BusinessHQ home to the VWEC 5201 E. R.L. Thornton Freeway Dallas United States (map)

SESSION 6. OCTOBER 20TH.

MUST BE REGISTERED FOR THE FULL SERIES

2026 Summer Series

Week 6 | Financial Forecasting & Preparing for Growth.

Great businesses don't simply react to change—they plan for it.

The final instructional session focuses on financial forecasting and strategic planning. Participants will learn how to build realistic revenue projections, anticipate expenses, manage cash flow throughout the year, and develop quarterly financial goals that support sustainable growth.

This session brings together everything learned throughout the Bootcamp to create a practical financial roadmap for the future.

Business Development Assignment - In-session only

You must attend the full series to graduate.

MEET YOUR TRAINER:

Michael Bailey is Executive Vice President, Chief Compliance Officer and Community Reinvestment Act Officer (CRA) for American First National Bank. In this role, he oversees the financial institutions’ Corporate Compliance Program and, coordinating with the legal counsel, is responsible for establishing standards and policies pertaining to regulatory requirements to help ensure legal, and proper conduct, for making sure these standards are communicated and institutionalized across the Financial Institution, and for monitoring the financial institutions’ compliance with these standards and policies. As CRA Officer, Mr. Bailey sets lending, investment, and community service targets and manages numerous activities required to achieve the financial institutions CRA objectives.

Before his current role, Mr. Bailey was SVP, Bank Secrecy Act Officer. He was responsible for coordinating and monitoring day-to-day Bank Secrecy Act/Anti-Money Laundering & Terrorist Financing compliance and charged with managing all aspects of the BSA/AML compliance program and with managing the bank’s adherence to the BSA and its implementing regulations.

Prior to joining American First National Bank, Mr. Bailey worked at Briggs and Veselka, where he was a Senior Auditor. In this capacity, he executed control testing focused on credit, operational, compliance, financial reporting and technology risk and for interviewing business process owners to create process documentation, executing test work, and independently documenting audit findings.

Mr. Bailey has more than 19 years of experience in the financial services industry. He received his BBA-Accounting degree from the University of Houston, Bauer College of Business.

Celebrate your accomplishment as you complete the Financial First Bootcamp and join a growing network of women entrepreneurs committed to building financially healthy, capital-ready businesses.

Participants who successfully complete the program will leave with stronger financial systems, greater confidence in understanding their business financials, and practical tools to support future funding opportunities, strategic growth, and long-term business success.

Your numbers tell the story of your business. Learn to understand them, manage them, and use them to unlock your next level of growth.

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